Save Mart Companies Retirement Savings Plan
Sponsored by The Save Mart Companies · EIN 941245496 · Plan #003
- Total assets
- $993M
- Net assets
- $993M
- Active participants
- 11,855
- With balances
- 6,853
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $944,755 |
| Creative Planning, Llc | Contract administrator, Investment advisory (participants), Investment advisory (plan) | $94,785 |